Exchanges· ★★★· neutral·

Economist: Bitcoin treasury firms will struggle to compete with Strategy

  • —Strategy holds 847,666 BTC acquired for $63.95 billion
  • —The company's dollar reserve stands at $5.02 billion
  • —Ammous: larger reserves let Strategy borrow at lower rates
  • —Ammous sees the next cycle peak in 2029 and $200,000 by 2030
Why it matters: The view sets a benchmark for corporate bitcoin treasuries and MSTR investors as firms compete for capital.
Source: CryptoHamster